Et Works Retirement Plan — Form 5500 plan (Et Works, Inc. Equipment Technologies)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Et Works Retirement Plan is a benefit plan reported by Et Works, Inc. Equipment Technologies under EIN 20-3319298 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $8,146,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Et Works, Inc. Equipment Technologies
- EIN
- 20-3319298
- Plan number
- 001
- Plan type
- 2
- Location
- Mooresville, IN
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $8,146,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241011141210NAL0012577363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,146,748
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,146,748
- Net assets (BOY)
- $6,343,146
Income & contributions
- Employer contributions
- $372,187
- Participant contributions
- $681,435
- Total contributions
- $1,072,185
- Total income / additions
- $2,393,355
Expenses & distributions
- Benefits paid
- $514,144
- Administrative expenses
- $60,407
- Total expenses
- $589,753
- Net increase / (decrease)
- $1,803,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,392 | $0 | 2023 |
| Wells Fargo Advisors Fin Network Ll | BROKER/ADVISER | $0 | $24,236 | 2023 |
| The Howard E Nyhart Co Inc | OTHER | $1,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Et Works, Inc. Equipment Technologies
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Mooresville, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Wells Fargo Advisors Fin Network Ll — Schedule C compensation
- The Howard E Nyhart Co Inc — Schedule C compensation